J&J’s Tremfya Hits $5B and Neuroscience Sales Surge, Challenging Peers
Johnson & Johnson’s immunology sales fell 12% in 2025 due to a 42% Stelara decline but were offset by Tremfya’s 41% surge to over $5 billion and a 22% rise in Simponi to $2.7 billion. Neuroscience revenue grew 10% with Spravato at $1.7 billion and Caplyta at $700 million, intensifying competition for Lilly.
1. Immunology Gains Drive J&J’s Growth
Johnson & Johnson’s immunology sales fell 12% in 2025 due to a 42% drop in Stelara but were offset by Tremfya’s 41% surge to over $5 billion and a 22% rise in Simponi to $2.7 billion, highlighting robust IL-23 therapy momentum.
2. Neuroscience Segment Expands Rapidly
Neuroscience revenue grew 10% in 2025 with Spravato sales up 57% to $1.7 billion and Caplyta reaching $700 million after U.S. approval for major depressive disorder, underscoring J&J’s advancing psychiatry franchise.
3. Competitive Pressure on Lilly
J&J’s strengthened portfolio in immunology and neuroscience increases competitive pressure for Lilly’s IL-23, biosimilar and psychiatric offerings as both companies vie for market share in key growth segments.